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Our Specialities

Women

Educate    Empower    Engage

It is our mission to help women feel empowered on financial matters through education.  Financial planning needs for women are not different from men but women face unique challenges and often have different needs. Informed women make informed choices and are more confident of their decisions. Women want an honest and trusting relationship from their advisors.


Special Needs Families

Families with a dependent with disability face unique challenges that require lifelong care and support for their loved one, in addition to all the basic financial planning needs. Special Needs Financial Planning extends beyond the parent’s lifetime. It requires a comprehensive approach beyond legal planning and is an ongoing process.

Special Needs Website



Retirees

Planning for post- work life is a combination of financial and life planning. A longer life expectancy and an ever changing economic environment requires creative solutions and ongoing counselling. Planning needs to begin years prior to retirement and focus on comprehensive planning beyond investments.


Business Sucession

Many business owners find the prospect of transferring ownership in their business to be overwhelming. The Small Business Administration (SBA) notes that the primary cause for failure is lack of planning. To exit successfully, owners must have the following 3 elements in place:

  1. A Road Map: Defining where you want to go as well as how to get there.
  2. Experienced Guides: Assembling a team of trained and experienced advisors to guide you toward your exit goals while you’re still running your company.
  3. Implementation: Success depends upon a disciplined implementation of your Exit Plan. Using the team of experienced advisors assembled by SPS Financial will contribute to a successful exit.